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Wells Fargo
WFC

Name Holding Trade Value Shares
Change 		Change in
Stake
PCM
2201
Prelude Capital Management
New York
– -$608K -14,879 Closed
LWM
2202
Liberty Wealth Management
California
– -$606K -14,821 Closed
DS
2203
DRW Securities
Illinois
– -$554K -13,563 Closed
SFO
2204
Stokes Family Office
Louisiana
– -$551K -13,490 Closed
CL
2205
CSS LLC
Illinois
– -$479K -11,730 Closed
CA
2206
Capital Advantage
California
– -$436K -10,668 Closed
GCP
2207
Garda Capital Partners
Minnesota
– -$431K -9,994 Closed
ZIG
2208
Zuckerman Investment Group
Illinois
– -$407K -9,968 Closed
PSP
2209
Principal Street Partners
Tennessee
– -$404K -9,886 Closed
ESCM
2210
Echo Street Capital Management
New York
– -$395K -9,661 Closed
FI
2211
Fosun International
China
– -$386K -9,435 Closed
CCFM
2212
Clear Creek Financial Management
Washington
– -$364K -8,919 Closed
VCM
2213
Virtue Capital Management
Tennessee
– -$382K -8,776 Closed
GWP
2214
Gateway Wealth Partners
Wisconsin
– -$346K -8,467 Closed
KIA
2215
KLR Investment Advisors
Rhode Island
– -$248K -6,634 Closed
AC
2216
ASB Consultores
Florida
– -$265K -6,476 Closed
HCM
2217
Howland Capital Management
Massachusetts
– -$259K -6,345 Closed
TNA
2218
True North Advisors
Texas
– -$253K -6,191 Closed
WJA
2219
Willis Johnson & Associates
Texas
– -$248K -6,080 Closed
MIA
2220
Milestone Investment Advisors
Wisconsin
– -$247K -6,040 Closed
SWA
2221
SFMG Wealth Advisors
Texas
– -$247K -6,036 Closed
TTWM
2222
TCV Trust & Wealth Management
Virginia
– -$241K -5,903 Closed
DC
2223
Defender Capital
North Carolina
– -$241K -5,893 Closed
OCBCO
2224
Oversea-Chinese Banking Corp (OCBC)
Singapore
– -$234K -5,733 Closed
TCBWMS
2225
Texas Capital Bank Wealth Management Services
Texas
– -$232K -5,686 Closed
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89
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